Alexander Leuser is an Investment Consultant who works closely with clients to understand their financial goals and develop tailored strategies to meet their individual needs. He focuses on building long-term relationships based on trust and professionalism. He has experience in various roles within the financial services industry, including his current position at Fidelity Investments since 2021 where he has progressed from Investment Solutions Representative I to III. Prior to this, he worked at Prudential Financial as a Regional Sales Consultant from 2017 to 2021, and at Merrill Lynch as a Financial Solutions Consultant from 2015 to 2017. Outside of his professional work, Alexander has interests in beach activities, cars, fitness, sailing, and traveling.

Scott Rodabaugh is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Cetera since 2025. He previously worked for over three decades at Avantax in various capacities. Outside of his advisory role, he is president of Elite Tax Service, Inc., a tax preparation and accounting firm, and serves as treasurer on the board of his condominium association. Cetera is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes both affiliated and third-party managers.

Thomas Hake is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He is the owner of Hake Investment Group and serves as a neutral arbitrator in FINRA arbitration proceedings. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a range of specialized advisory programs.

Scott Mohler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining LPL in 2022, he worked for Cantella And Co., Inc. for 11 years. He is also associated with SRM Financial Inc., a separate business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Michael Lopez is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His prior roles include positions at Infosys, FSC Securities, Bank of America, and E*TRADE Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations to inform its advisory services.

Laurie Page is a financial advisor with LPL Financial in Bradenton, FL, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to joining LPL Financial in 2019, she worked at Mott & Associates, Inc. and J.W. Cole Financial, Inc. from 2016 to 2019, and operated Rockhouse, LLC from 2011 to 2018. Outside of financial advising, she has managed a freelance photography business, Limitless Image Photography, for over 15 years and performs as a freelance musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing model portfolios, third-party research, and technology-driven approaches across discretionary and non-discretionary management options.

Patrick Mackey is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been working in the financial advisory industry since 1992, bringing over 28 years of experience to his role. Prior to joining Merrill Lynch in 2009, Pat spent 17 years with Morgan Stanley Smith Barney. He holds a Bachelor's degree in Business Administration from Towson University. Pat's areas of focus include college education planning, divorce transition planning, employee financial health, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He is also a Personal Investment Advisor and has experience as a Portfolio Manager, managing personalized investment strategies on a discretionary basis. Originally from the Maryland/Washington, D.C. area, Pat and his wife moved to Manatee County in 1991. They have three daughters. Outside of his professional work, Pat enjoys studying financial market history, college football, traveling, and outdoor activities such as deep-sea fishing. He is involved in community initiatives including support for Take Stock In Children in Manatee County.

Michael Chapman is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding a Series 66 designation and six years of industry experience. His career includes roles at Morgan Stanley since 2018, Merrill from 2019 to 2020, and earlier work at Gentle Giant Moving and Storage Co and Saint Anselm College. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Kevin Wing is a CFP® professional with 12 years of experience in financial advising, currently at Charles Schwab in St. Petersburg, FL. His prior work includes six years at T. Rowe Price and four years at TD Ameritrade. He holds the Series 66 designation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management. The firm combines brokerage, custody, and advisory services with access to multi-asset model portfolios and alternative investments.

Tracy Murdoch is a Series 66 credentialed financial advisor with 18 years of experience, currently with RBC Capital Markets in St. Petersburg, FL. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Erik Allstatt is a financial advisor at Charles Schwab based in Seminole, Florida, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has spent the majority of his career at Charles Schwab, including periods from 2006 to 2024 and since 2024. He also worked briefly at optionsXpress, Inc. in 2017. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a formal alternative investment onboarding process.

John Amick is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 65 credentials and having 42 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following an earlier tenure at Citigroup Global Markets beginning in 1983. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process employs structured discovery and proprietary tools, offering various investment services without individual security recommendations in standalone plans.

Peter Hofstra is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2021. Prior to that, he was employed at Franklin Templeton Financial Services Corp. and Franklin Templeton Distributors Inc. from 2011 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separate managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Jay Hoffmeister is a financial advisor with Ameriprise in Bradenton, FL, holding CFP® and ChFC® designations and over 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Hoffmeister serves on the board of directors for the Bradenton Kiwanis and co-chairs its Service Committee. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement who meet specific asset criteria, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its recommendations and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Isabella Whaley is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2019. Prior to her advisory career, she was involved with the Margaret Good Campaign and attended Florida State University. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

James Spicer is a financial advisor with LPL Financial in St. Petersburg, FL, holding CFP® and Series 66 designations and over 25 years of industry experience. His prior experience includes roles at Raymond James Financial Services and Merrill. He is also involved in other business activities through James B. Spicer LLC and Blackheath Partners. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations nationwide, offering a range of financial planning, advisory programs, and brokerage services supported by both discretionary and non-discretionary management and access to model portfolios and research.

Paul Caan is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2017. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Jeffrey Payne is a ChFC® and holds a Series 66 license, with 20 years of experience in the financial services industry. He is currently with Raymond James Financial Services Inc. and has previously worked at GPS Wealth Strategies Group, LLC and Aspen Wealth Management, Inc. Outside of his advisory role, he is a passive owner of a barbershop and is involved in real estate construction and management with his wife. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public finance work, as well as specialized offerings such as SIMPLE IRA Employer Advisory & Consulting Services.

Joseph Zarlenga is a financial advisor with Ameriprise in Bradenton, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise since 1992. Outside of his advisory work, he manages an equestrian and agricultural business, Z Ranch Equestrian, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies and emphasizes the use of managed accounts in its planning approach.

Stephen Bucknam is a financial advisor with Ameriprise in Bradenton, FL, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves as CEO and managing partner of SNE Operations LLC, providing management and operational support to an Ameriprise financial practice. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver non-discretionary, written recommendations through a centralized consulting team.